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how i can execute an Automated Action on click of a button? 

please help with exampl(s).

regards


Imagine profil
Abandonează
Cel mai bun răspuns

1. Create an Automated Action:


Access the developer mode (Settings -> Activate the developer mode).

Navigate to the desired model (e.g., Sales Orders).

Click on "Automated Actions" under the "Automation" tab.

Click on "Create".


2. Configure the Action:


Trigger: Select "On Click".

Action To Do: Choose the action you want to automate (e.g., Send Email, Create a Task, Execute Python Code).

Apply On: Specify when the action should be triggered (e.g., Records created, Records updated, All records).

Additional Conditions: Set any necessary filters for the action (optional).


3. Add a Button to the Form View:


Edit the form view of the model where you want the button to appear.

Add a button element using XML code:



Replace your_action_id with the actual ID of your automated action.



Imagine profil
Abandonează
Autor

thanks... great help. will check this and confirm.

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